Features — 14 Modules: Cases, AI, Billing, Conflict Checking & More | Legience
Platform Features

14 Modules. One Platform.
Zero Add-On Fees.

Case management, AI research, demand letters, billing, e-signatures, CRM, conflict checking, client portal, tasks, documents, calendar, analytics, expense management & admin — all connected. Every feature included in every plan.

01
Core

Case Management

The nerve center of your practice. 9-tab case files that connect every document, note, billing entry, task, and communication to a single case record. Practice-area-specific fields, statute of limitations calculators, court and client tracking, and deadline management — all built in, not bolted on.

9-tab organization: Overview, Documents, Billing, Tasks, Calendar, Notes, Contacts, Timeline, Custom
Practice-area-specific fields: custom metadata tailored to each case type
Color-coded priority (Urgent/High/Medium/Low) and status tracking
Advanced search — find any case by client, number, type, status, or assignee
Automatic deadline calculation based on case type and jurisdiction
Bulk actions: reassign, change status, export across multiple cases
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Case Details — 9-Tab View
☰ Case Details
▤ Documents
⌕ Research
✎ Notes
◷ Timeline
◉ Case Mgr
⊞ Events
◷ Time
◎ Team
# CASE NUMBER
BEO-2025-PI-003
PRACTICE AREA
Medical Malpractice
CASE CREATED
December 10, 2025
DESCRIPTION
Surgical error during routine appendectomy resulted in perforation of bowel and subsequent sepsis. Client required two additional surgeries and spent 45 days in ICU. Permanent damage to digestive system requiring ongoing medical care.
Client Information
CONTACT DETAILS
S
Sarah Chen
Primary Client
EMAIL
sarah.chen@email.com
PHONE
617-555-0364
Court Information
VENUE DETAILS
COUNTY
Middlesex Superior Court
PRESIDING JUDGE
Hon. Diana Martinez
COURTROOM
N/A
Important Dates
KEY DEADLINES AND HEARINGS
CASE FILED
Saturday, February 1, 2025
NEXT HEARING
Wednesday, December 17, 2025
◷ OVERDUE
TRIAL DATE
Not scheduled

Case details with client info, court venue, important dates, and practice-area-specific fields.

9-Tab Files Everything linked
Custom Fields Per practice area
Quick Search Find any case
Bulk Actions Multi-select ops
Why Switch?

What Attorneys Say About Switching

Common pain points that bring firms to Legience — and how we solve each one.

Paying for 5+ separate tools

Legience consolidates case management, AI research, e-signatures, CRM & client portal into one subscription. One login, one invoice, one vendor.

AI features cost extra everywhere

EvenUp charges $300-800/case for demands. Clio charges $50/mo for AI. Legience includes 200–500 AI queries/mo in every plan — no per-query fees.

Generic tools adapted for PI

Clio and MyCase are built for all practice areas. Legience is built from the ground up for PI — insurance tracking, SOL calculators, damage multipliers.

Can't see firm-wide performance

Most platforms give you basic reports. Legience has 10 role-based dashboards — Admin, Attorney, Paralegal, CFO — each with the metrics that role needs.

Worried about AI and client data

Secure AI processing through AWS Bedrock under BAA. Your data is never used for training. Tenant-isolated PostgreSQL. Full audit trail.

Spending hours on demand letters

LegiDraft™ generates comprehensive demand packages — medical summaries, damage calculations, liability analysis — in 20 minutes instead of 6 hours.

13
Administration

Enterprise-Grade Administration

Comprehensive audit logs, role-based access across 10+ roles, multi-tenant data isolation, and 201 CMR 17.00 aligned security practices.

Comprehensive audit logs for every action
Role-based permissions across 10+ configurable roles
Multi-tenant architecture with complete data isolation
201 CMR 17.00 compliance monitoring
User invitation workflow with verification
Firm settings, branding, and customization
Audit Logs
Administration
Team
Roles
Audit Logs
Organization
Settings
JM
Jordan Mitchell
Managing PartnerAdmin
JR
Jessica Rivera
AssociateAttorney
KL
ParalegalStaff
DT
Diana Torres
SecretaryStaff

Comprehensive audit trail.

Early Access

Join the First Wave

Join Our Early Access Program

Be among the first PI firms across America to use Legience. Priority onboarding, founding member pricing, and direct team access.

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